Personal Care Q3 Earnings: Nature's Sunshine (NASDAQ:NATR) is the Best in the Biz

Check out the companies making headlines yesterday:

Broadcom : Fabless chip and software maker Broadcom fell by 5.4% on Wednesday after it continued a multi-day slide as management warned that its fast-growing artificial intelligence (AI) business would negatively impact gross profit margins. See our full article here.

Olaplex : Hair care company Olaplex fell by 8.7% on Wednesday after its CEO, Amanda Baldwin, sold 398,560 shares of company stock, a transaction valued at $474,286. See our full article here.

Paycom : HR software provider Paycom rose by 3% on Wednesday after BTIG initiated coverage on the software company with a "Buy" rating and set a price target of $195. See our full article here.

Tilray : Cannabis company Tilray Brands fell by 5.2% on Wednesday after the stock gave back some of its recent gains, which were fueled by reports that the U.S. administration was considering reclassifying marijuana. See our full article here.

Workiva : Cloud reporting platform Workiva rose by 2.6% on Wednesday after investment firm BTIG initiated coverage on the company with a "Buy" rating and a $105 price target. See our full article here.

Looking back on personal care stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Edgewell Personal Care and its peers.

While personal care products products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public’s increased desire for ethically produced goods by featuring natural ingredients in their products.

The 12 personal care stocks we track reported a satisfactory Q3. As a group, revenues were in line with analysts’ consensus estimates while next quarter’s revenue guidance was 1.2% above.

Thankfully, share prices of the companies have been resilient as they are up 9.1% on average since the latest earnings results.

Weakest Q3: Edgewell Personal Care

Boasting brands such as Banana Boat, Schick, and Skintimate, Edgewell Personal Care sells personal care products in the skin and sun care, shave, and feminine care categories.

Edgewell Personal Care reported revenues of $537.2 million, up 3.8% year on year. This print exceeded analysts’ expectations by 0.6%. Despite the top-line beat, it was still a disappointing quarter for the company with a significant miss of analysts’ organic revenue and adjusted operating income estimates.

"Fiscal 2025 was a year of challenge and transformation. While both external and internal pressures impacted our results, we exited the year with encouraging momentum—marked by improving sales and market share trends and a revitalized brand portfolio," said Rod Little, Edgewell's President and Chief Executive Officer.

Unsurprisingly, the stock is down 4% since reporting and currently trades at $18.15.

Read our full report on Edgewell Personal Care here, it’s free for active Edge members.

Best Q3: Nature's Sunshine

Started on a kitchen table in Utah, Nature’s Sunshine manufactures and sells nutritional and personal care products.

Nature's Sunshine reported revenues of $128.3 million, up 12% year on year, outperforming analysts’ expectations by 6.7%. The business had a stunning quarter with a beat of analysts’ EPS and EBITDA estimates.

Nature's Sunshine delivered the biggest analyst estimates beat among its peers. The market seems happy with the results as the stock is up 60.4% since reporting. It currently trades at $21.98.

e.l.f. Beauty

Short for "eyes, lips, face", e.l.f. Beauty is a developer of high-quality beauty products at accessible price points.

e.l.f. Beauty reported revenues of $343.9 million, up 14.2% year on year, falling short of analysts’ expectations by 6.4%. It was a slower quarter as it posted full-year revenue guidance missing analysts’ expectations significantly and full-year EBITDA guidance missing analysts’ expectations significantly.

e.l.f. Beauty delivered the fastest revenue growth but had the weakest full-year guidance update in the group. As expected, the stock is down 34.3% since the results and currently trades at $78.98.

Read our full analysis of e.l.f. Beauty’s results here.

USANA

Going to market with a direct selling model rather than through traditional retailers, USANA Health Sciences manufactures and sells nutritional, personal care, and skincare products.

USANA reported revenues of $213.7 million, up 6.7% year on year. This print was in line with analysts’ expectations. More broadly, it was a satisfactory quarter as it also produced a solid beat of analysts’ EBITDA estimates but a miss of analysts’ gross margin estimates.

The stock is down 2.1% since reporting and currently trades at $20.48.

Read our full, actionable report on USANA here, it’s free for active Edge members.

Herbalife

With the first products sold out of the trunk of the founder’s car, Herbalife today offers a portfolio of shakes, supplements, personal care products, and weight management programs to help customers reach their nutritional and fitness goals.

Herbalife reported revenues of $1.27 billion, up 2.7% year on year. This result beat analysts’ expectations by 0.5%. Aside from that, it was a mixed quarter as it also recorded an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ gross margin estimates.

The stock is up 72.9% since reporting and currently trades at $14.25.

Read our full, actionable report on Herbalife here, it’s free for active Edge members.

What Happened?

Shares of hair care company Olaplex fell 8.7% in the afternoon session after its CEO, Amanda Baldwin, sold 398,560 shares of company stock, a transaction valued at $474,286. 

Large stock sales by high-level executives can raise concerns among investors about a company's future outlook and are often viewed as a sign of weakening confidence. The decline marked a sharp reversal from the previous day's trading session, when the stock had climbed. That earlier gain was connected to positive sentiment spreading through the beauty sector after an analyst report forecasted a stronger year for the industry. However, the news of the insider sale appeared to outweigh the broader market optimism.

What Is The Market Telling Us

Olaplex’s shares are extremely volatile and have had 42 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was about 22 hours ago when the stock gained 8.4% on the news that positive sentiment spread through the beauty sector following a bullish analyst note on the industry's outlook. 

The optimism stemmed from a Bank of America report that forecasted a stronger year for the beauty market in 2026. The bank expected industry revenue growth to accelerate to 4.9%, which was double the growth rate of 2025. This upbeat view was based on an anticipated recovery in the Chinese market and continued supportive trends in the U.S. While the report named a competitor as a top pick, its positive projection for the entire sector likely boosted investor confidence in other beauty-related companies like Olaplex.

Olaplex is down 22.8% since the beginning of the year, and at $1.31 per share, it is trading 35.1% below its 52-week high of $2.01 from December 2024. Investors who bought $1,000 worth of Olaplex’s shares at the IPO in September 2021 would now be looking at an investment worth $53.27.

What Happened?

Shares of hair care company Olaplex jumped 8.4% in the afternoon session after positive sentiment spread through the beauty sector following a bullish analyst note on the industry's outlook. 

The optimism stemmed from a Bank of America report that forecasted a stronger year for the beauty market in 2026. The bank expected industry revenue growth to accelerate to 4.9%, which was double the growth rate of 2025. This upbeat view was based on an anticipated recovery in the Chinese market and continued supportive trends in the U.S. While the report named a competitor as a top pick, its positive projection for the entire sector likely boosted investor confidence in other beauty-related companies like Olaplex.

The shares closed the day at $1.44, up 9.5% from previous close.

Is now the time to buy Olaplex? Access our full analysis report here.

What Is The Market Telling Us

Olaplex’s shares are extremely volatile and have had 41 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 8 days ago when the stock dropped 3.2% on the news that the stock appeared to give back some of its recent gains following a strong prior performance. 

The move followed a notable run-up. On the last trading day, the stock price gained almost 6%, and over the previous two weeks, it had risen more than 21%. With no major company news released to drive the price, the decline seemed to be a technical correction or investors taking profits after the recent surge. This view was supported by a generally neutral sentiment based on technical indicators, which suggested a lack of strong directional conviction from traders.

Olaplex is down 15.1% since the beginning of the year, and at $1.44 per share, it is trading 31.3% below its 52-week high of $2.09 from December 2024. Investors who bought $1,000 worth of Olaplex’s shares at the IPO in September 2021 would now be looking at an investment worth $58.57.

What Happened?

Shares of fragrance and perfume company Inter Parfums jumped in the afternoon session after the company's Chairman and CEO, Jean Madar, acquired 25,000 shares of company stock. 

The transaction was disclosed in a regulatory filing made on December 15, 2025. According to the filing, Madar purchased the shares at a price of $73.09 each through the exercise of stock options. This move increased his indirect ownership to over 7 million shares. Such a significant purchase by a top executive is often viewed positively by investors, as it can signal strong confidence in the company's future prospects.

After the initial pop the shares cooled down to $83.69, up 0.6% from previous close.

Is now the time to buy Inter Parfums? Access our full analysis report here.

What Is The Market Telling Us

Inter Parfums’s shares are not very volatile and have only had 8 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 3 months ago when the stock dropped 3.8% on the news that an analyst at Oddo BHF lowered their price target on the stock. The financial services firm cut its target price on Inter Parfums shares to €34 from a previous target of €38, while maintaining its 'neutral' rating on the stock. The decision followed the release of the company's interim results, which, according to Oddo BHF, showed a business slowdown. This revised, more cautious outlook from the analyst appears to have created concern among investors, leading to the decline in the share price during the session.

Inter Parfums is down 35% since the beginning of the year, and at $83.69 per share, it is trading 42.1% below its 52-week high of $144.54 from February 2025. Investors who bought $1,000 worth of Inter Parfums’s shares 5 years ago would now be looking at an investment worth $1,442.